See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,847 | $84,233-68.1% | $170,442-84.2% | $70,131-61.7% |
| Participation rate | 17.3% | 70.8%-53.5pp | 83.6%-66.3pp | 69.5%-52.2pp |
| Annual return | 17.13% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $304 | $3,387-91.0% | $5,433-94.4% | $2,342-87.0% |
| Participant deferral / active EE | $1,185 | $3,086-61.6% | $4,939-76.0% | $3,332-64.4% |
| Admin fee / account holder | $276 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |